Brian serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Brian specializes in the areas of retirement planning, investment management, tax planning, estate planning, risk management, and charitable planning.
Brian brings to his clients nearly a decade of experience in the financial services industry. Prior to joining Creative Planning, Brian worked for an independent investment advisory firm as a Wealth Advisor. Brian was involved in portfolio construction, financial plan creation and execution, investment management, and economic and investment research.
Brian was born and raised in Taiwan before moving to California and is bilingual in English and Chinese. Brian earned a Bachelor of Science degree focusing on Finance from the University of California, Berkeley. Brian is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards as well as a CFA Charterholder as designated by the CFA Institute.
Brian and his wife, Emma, have a daughter – Leila. In his spare time, Brian enjoys golf, basketball, traveling, and spending time with family and friends.